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CIK: 0001677253
Total reported value
$578.0M
$578.0M
276 檔
17.3%
According to the latest 13F quarterly dataset, Intellectus Partners, LLC managed an equity portfolio of $578.0M at the end of Q4 2024, spanning 276 distinct U.S. exchange-listed positions.
During Q4 2024, Intellectus Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 276 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | Stock-Consumer Disc | 6.40% | -0.17% | +5.81% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.74% | -0.44% | +143.96% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.97% | +0.09% | +11.77% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.20% | +0.17% | +6.96% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.95% | +0.19% | +19.65% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.88% | -0.17% | +11.82% | |
| 7 | ACHR | Archer Aviation Inc-a | Stock-Industrials | 1.57% | -0.13% | -20.89% | |
| 8 | FDD | First Trust Stoxx Europe | ETF-Other | 1.45% | -0.28% | +8.86% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.38% | -0.11% | -1.16% | |
| 10 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 1.29% | -0.22% | -1.56% | |
| 11 | DSL | Doubleline Income Solutions | Stock-Other | 1.28% | -0.21% | +2.82% | |
| 12 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.25% | -0.48% | -7.73% | |
| 13 | MU | Micron Technology Inc | Stock-Tech | 1.18% | +2.07% | +6.76% | |
| 14 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.14% | +0.02% | -3.22% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.07% | -0.07% | +0.72% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.06% | +0.11% | +9.57% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.05% | -0.05% | +0.14% | |
| 18 | VRNS | Varonis Systems Inc | Stock-Tech | 1.05% | +0.28% | — | |
| 19 | CCJ | Cameco CORP | Stock-Energy | 1.05% | -0.35% | +4.41% | |
| 20 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.94% | -0.24% | -10.17% | |
| 21 | GLD | Spdr Gold Shares | ETF-Commodities | 0.93% | -0.14% | -9.34% | |
| 22 | DBL | Doubleline Opport Credit | Stock-Other | 0.87% | -0.11% | +6.66% | |
| 23 | HUBS | Hubspot Inc | Stock-Tech | 0.86% | -0.09% | -2.79% | |
| 24 | MBLY | Mobileye Global Inc-a | Stock-Other | 0.83% | +0.02% | -1.32% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.76% | +0.02% | +0.01% | |
| 26 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.76% | +0.14% | -1.11% | |
| 27 | BBN | Blackrock Taxable Muni Bnd | Stock-Other | 0.75% | -0.06% | +5.38% | |
| 28 | BX | Blackstone Inc | Stock-Financials | 0.71% | -0.06% | +6.92% | |
| 29 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.71% | -0.05% | -4.32% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.68% | -0.07% | — | |
| 31 | QCOM | Qualcomm Inc | Stock-Tech | 0.64% | -0.03% | +2.25% | |
| 32 | NFLX | Netflix Inc | Stock-Comm Services | 0.63% | -0.22% | -0.62% | |
| 33 | SNOW | Snowflake Inc | Stock-Tech | 0.63% | +0.23% | -2.27% | |
| 34 | KLAC | Kla CORP | Stock-Tech | 0.62% | +0.96% | +904.98% | |
| 35 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.61% | — | — | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.61% | -0.07% | — | |
| 37 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.60% | -0.07% | -0.69% | |
| 38 | OBDC | Blue Owl Capital CORP | Stock-Financials | 0.59% | -0.16% | +3.34% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.59% | +0.07% | +32.01% | |
| 40 | PFE | Pfizer Inc | Stock-Healthcare | 0.59% | -0.08% | +12.27% | |
| 41 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.57% | -0.08% | -2.73% | |
| 42 | CORT | Corcept Therapeutics Inc | Stock-Healthcare | 0.56% | +0.16% | -9.11% | |
| 43 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.55% | -0.01% | +35.03% | |
| 44 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.55% | -0.25% | +4.69% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.53% | -0.02% | +1.19% | |
| 46 | XLE | Ss Energy Select Sector | ETF-Other | 0.52% | -0.22% | +6.88% | |
| 47 | HON | Honeywell International Inc | Stock-Industrials | 0.51% | -0.28% | EXIT | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.50% | -0.01% | -0.73% | |
| 49 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.50% | -0.17% | -1.61% | |
| 50 | ADBE | Adobe Inc | Stock-Tech | 0.50% | -0.13% | +9.84% |
According to official SEC Form 13F filings, Intellectus Partners, LLC reported a total U.S. public equity portfolio value of $578.0M across 276 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including TSLA, META, AMZN) accounted for 17.3% of total reported equity market value during Q4 2024.
During Q4 2024, Intellectus Partners, LLC's top holdings by market value included TSLA (6.4%)、META (5.7%)、AMZN (5.0%). The largest single position, TSLA, represented 6.4% of total portfolio value.
In Q4 2024, Intellectus Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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